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Madison Wealth Partners, Inc: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Madison Wealth Partners, Inc on SCHG, newest first. How the timeline and the estimate are built.

Madison Wealth Partners, Inc held 131,239 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,239 shares
    Change vs previous 13F -7,755 shares

    0.57% of the 13F portfolio, value $4,441,129.

    13F-HR 0001104659-26-094666 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 138,994 shares
    Change vs previous 13F +5,589 shares

    0.65% of the 13F portfolio, value $4,048,882.

    13F-HR 0001104659-26-052362 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 133,405 shares
    Change vs previous 13F +56,779 shares

    0.79% of the 13F portfolio, value $4,351,684.

    13F-HR 0001104659-26-012404 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 76,626 shares
    Change vs previous 13F +513 shares

    0.48% of the 13F portfolio, value $2,445,148.

    13F-HR 0001104659-25-109982 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 76,113 shares
    Change vs previous 13F -10,712 shares

    0.49% of the 13F portfolio, value $2,223,271.

    13F-HR 0001951757-25-000996 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 86,825 shares
    Change vs previous 13F +3,586 shares

    0.54% of the 13F portfolio, value $2,174,105.

    13F-HR 0001951757-25-000413 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 83,239 shares
    Change vs previous 13F +63,976 shares

    0.65% of the 13F portfolio, value $2,319,873.

    13F-HR 0001951757-25-000215 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 19,263 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,006,823.

    13F-HR 0001951757-24-001116 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).